Circle of Wealth®
Getting Started & Dashboard
- Software Orientation
- Add Your Logo & Photo to the Software Top Banner
- Pop-up Presentations & Screens
- Draw Tool Tutorial
- Help On this Screen
- How to Add or Remove Favorites
Settings & Resources
- ★ Import Contact cow4 File
- Contact Overview
- Online Confidential Questionnaire Link
- How to Turn on Contact Privacy Mode
- Contact Data Tab
- Contacts Adding To-dos Notes Activity Ledger Privacy & Printing PDF Report
- Presentation Dashboard Overview
- Personal Economic Model's Scenarios
- Personal Economic Model Protection Tools
- Personal Economic Model Functionality & Linked Presentations
- Personal Economic Model Tax Filter / Lifestyle Regulator Preference: RRON or Financial GPS
- Personal Economic Model Changing the House Tank to a Different Major Capital Purchase.
Custom Presentation Builder
- How do I load the PEM background into my Zoom as my virtual background?
- Cow Desktop Software - Key Board Shortcuts
- How do I change my password to the software & members site?
- How do I import and export information into the software?
- What does my Login Error Message mean?
- Can I still use my the Windows Legacy Circle of Wealth®?